Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding American Funds 2065 Target Date Fund R5E Mutual fund in their Schedule of Assets, totaling $1.1M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | AMPIRICAL SOLUTIONS, LLC AMPIRICAL SOLUTIONS 401(K) PLAN | COVINGTON LA | 420 | $30.2M | $497K |
| 2 | BENCO DENTAL SUPPLY CO. BENCO DENTAL SUPPLY CO. 401(K) PLAN | PITTSTON PA | 1,527 | $261.5M | $489K |
| 3 | ASTRO PAK CORPORATION ASTRO PAK CORPORATION 401K PLAN |
COSTA MESA CA |
| 167 |
| $24.5M |
| $78K |
| 4 | WEG ELECTRIC CORP. WEG ELECTRIC CORP. RETIREMENT READINESS 401(K) PLAN | BLUFFTON IN | 259 | $5.0M | $76K |